2023 Form 5500 filing — Sheet Metal Workers Local 441 Supplemental Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015110019NAL0014446019011) for Sheet Metal Workers Local 441 Supplemental Pension Plan, reported by Sheet Metal Workers Local 441 Supplemental Pension Plan under EIN 63-6219747 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110019NAL0014446019011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 441 Supplemental Pension Plan
- EIN
- 63-6219747
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,767,435
- Total liabilities (EOY)
- $1,584
- Net assets (EOY)
- $11,765,851
- Employer contributions
- $651,904
- Total income / additions
- $2,339,890
- Benefits paid
- $391,011
- Administrative expenses
- $168,103
- Total expenses
- $559,114
- Net increase / (decrease)
- $1,780,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $48,594 | not reported in the loaded dataset |
| Highland Capital Management LLC | NONE | $45,730 | not reported in the loaded dataset |
| Southern Actuarial Services | NONE | $13,300 | not reported in the loaded dataset |
| U.S. Bank | NONE | $12,808 | $0 |
| Daniels, Irwin & Aylor Cpas | NONE | $11,300 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $0 | $11,283 |
| Quinn Connor Weaver Davies & Rouco | NONE | $5,931 | not reported in the loaded dataset |
| Money Market & Exchange Traded Fund | NONE | $0 | $0 |